Alteri Wealth LLC Purchases in Q3 2025

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
1.79K
+ 10.84%
$92.46 - $95.73 $166K - $172K
18.3K $1.75B
TJX
Tjx Companies Inc

Consumer Cyclical
721
+ 19.17%
$121.35 - $144.54 $87.5K - $104K
4.48K $648M
VGT
Vanguard Information Technolog

ETFs
112
+ 9.74%
$656.44 - $753.15 $73.5K - $84.4K
1.26K $942M
JPIE
J P Morgan Exchange Traded Fd
3.85K
+ 82.69%
$46.01 - $46.55 $177K - $179K
8.5K $394M
META
Meta Platforms, Inc.

Communication Services
257
+ 4.96%
$695.21 - $791.73 $179K - $203K
5.44K $4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.04K
+ 18.4%
$78.96 - $80.04 $161K - $163K
13.1K $1.05B
OMFL
Invesco Exchange Traded Self I

ETFs
2.23K
+ 16.42%
$57.41 - $60.45 $128K - $135K
15.8K $951M
HPE
Hewlett Packard Enterprise CO

Technology
2.58K
+ 10.33%
$19.81 - $25.24 $51.2K - $65.2K
27.6K $678M
BX
Blackstone Inc.

Financial Services
12
+ 0.16%
$152.77 - $188.68 $1.83K - $2.26K
7.51K $1.28B
BOTZ
Global X Fds

ETFs
3.14K
+ 18.53%
$32.14 - $35.96 $101K - $113K
20.1K $711M
Global X Defense Tech ETF
1.53K
+ 31.63%
N/A
6.35K $446M
C
Citigroup Inc

Financial Services
93
+ 1.05%
$85.57 - $103.49 $7.96K - $9.62K
8.98K $911M
SPY
Spdr S&P 500 ETF Trust

ETFs
153
+ 14.77%
$617.65 - $666.84 $94.5K - $102K
1.19K $792M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 15.57%
$51.78 - $57.89 $84.1K - $94.1K
12.1K $694M
CAT
Caterpillar Inc

Industrials
29
+ 1.91%
$390.92 - $477.15 $11.3K - $13.8K
1.55K $740M
BNDX
Vanguard Total International B

ETFs
2.87K
+ 10.93%
$49.0 - $49.51 $141K - $142K
29.1K $1.44B
XEL
Xcel Energy Inc

Utilities
608
+ 8.5%
$67.56 - $80.65 $41.1K - $49K
7.76K $626M
SPG
Simon Property Group Inc

Real Estate
251
+ 7.45%
$159.93 - $187.67 $40.1K - $47.1K
3.62K $679M
GD
General Dynamics Corp

Industrials
101
+ 4.84%
$293.92 - $341.0 $29.7K - $34.4K
2.19K $746M
MU
Micron Technology Inc

Technology
30
+ 1.04%
$104.88 - $168.89 $3.15K - $5.07K
2.92K $489M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
190
+ 13.1%
$275.84 - $326.36 $52.4K - $62K
1.64K $535M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.13K
+ 41.79%
$30.13 - $33.37 $94.4K - $105K
10.6K $355M
QS
Quantum Scape Corp

Consumer Cyclical
10K
New
$6.36 - $14.64 $63.6K - $146K
10K $123M
SCHO
Schwab Short Term Us Treasury

ETFs
4.95K
+ 10.79%
$24.23 - $24.42 $120K - $121K
50.8K $1.24B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.77K
+ 9.97%
$18.82 - $19.8 $89.8K - $94.5K
52.7K $1.02B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.21K
+ 10.87%
$85.01 - $90.35 $103K - $109K
12.3K $1.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
286
+ 11.56%
$225.11 - $247.9 $64.4K - $70.9K
2.76K $682M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.11%
$182.33 - $194.5 $2.01K - $2.14K
10K $1.95B
DGRO
Ishares Core Dividend Growth E

ETFs
788
+ 5.0%
$64.12 - $68.08 $50.5K - $53.6K
16.5K $1.13B
PEP
Pepsico Inc

Consumer Defensive
655
+ 23.18%
$133.81 - $152.16 $87.6K - $99.7K
3.48K $489M
GE
General Electric CO

Industrials
24
+ 0.97%
$244.75 - $305.63 $5.87K - $7.34K
2.5K $752M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.3K
+ 54.75%
$33.26 - $34.01 $110K - $112K
9.32K $316M
MLPA
Global X Mlp ETF

ETFs
2.5K
+ 54.3%
$48.25 - $51.56 $121K - $129K
7.1K $344M
VGSH
Vanguard

ETFs
1.89K
+ 35.78%
$58.43 - $58.88 $110K - $111K
7.16K $421M
PFE
Pfizer Inc

Healthcare
3.5K
+ 20.85%
$23.29 - $25.88 $81.5K - $90.5K
20.3K $517M
BP
Bp PLC

Energy
2.1K
+ 26.57%
$30.25 - $35.69 $63.5K - $74.9K
10K $345M
ROST
Ross Stores, Inc.

Consumer Cyclical
85
+ 2.24%
$127.59 - $152.81 $10.8K - $13K
3.88K $592M
BK
Bank Of New York Mellon Corp

Financial Services
190
+ 4.07%
$90.65 - $109.75 $17.2K - $20.9K
4.85K $529M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
10.4K
New
$9.91 - $10.26 $103K - $106K
10.4K $104M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.27K
+ 12.68%
$52.12 - $55.33 $65.9K - $70K
11.2K $622M
BA
Boeing CO

Industrials
46
+ 0.33%
$209.79 - $237.38 $9.65K - $10.9K
14.2K $3.06B
CRSP
Crispr Therapeutics Ag

Healthcare
78
+ 1.41%
$48.51 - $68.14 $3.78K - $5.31K
5.61K $363M
SKYY
First Trust Cloud Computing Et

ETFs
427
+ 15.83%
$118.24 - $138.53 $50.5K - $59.2K
3.13K $420M
GS
Goldman Sachs Group Inc

Financial Services
27
+ 3.5%
$696.56 - $806.32 $18.8K - $21.8K
799 $637M
THW
Tekla World Healthcare Fund

Financial Services
27
+ 0.07%
$10.16 - $12.6 $274 - $340
38.2K $481M
VZ
Verizon Communications Inc

Communication Services
1.72K
+ 9.01%
$40.84 - $45.06 $70.3K - $77.5K
20.8K $915M
WFC
Wells Fargo & Company

Financial Services
348
+ 2.17%
$77.05 - $85.16 $26.8K - $29.6K
16.4K $1.37B
PAVE
Global X Fds Us Infrastructure

ETFs
1.08K
+ 11.95%
$44.02 - $47.63 $47.7K - $51.6K
10.2K $484M
UNP
Union Pacific Corp

Industrials
283
+ 8.54%
$214.91 - $237.16 $60.8K - $67.1K
3.6K $851M
Activity Summary
Buys All Purchases 189 New Holdings 19 Increased Positions 170 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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